Earnings

Commentary on earnings calls & corporate news

eBay Q4 2024 Earnings: No Clear GMV Growth Strategy As Weak Q1 Guidance Adds Pressure Members Public

eBay Q4 2024 earnings: weak Q1 guidance exacerbates consumer confidence concerns with no clear path to organic GMV & non-ad revenue growth.


eBay

eBay Q4 2024 Pre-Earnings Commentary & Highlights Members Public

eBay is set to report Q4 2024 earnings February 26 at 5:00 PM Eastern. Take a look back at highlights from Q4 & what's happening so far in Q1 2025!


eBay

Walmart Q4 Earnings Shows Strong Marketplace Growth In Collectibles & Other High Value Categories Members Public

Walmart reported Q4 results this week, revealing strong ecom growth in Collectibles & other high value categories taking market share from eBay.


Walmart

eBay Gears Up for Crisis? New Job Posting Signals Potential Trouble Ahead Members Public

eBay is looking for a new Crisis & Financial Communications manager, revealing company may be in for rough year as legal, regulatory & earnings scrutiny heats up.


eBay

Mercari Aims To Grow GMV, Increase Security As US Marketplace Still Struggles Members Public

Mercari reports earnings for quarter ending December 2024 with GMV below expectations for Japan & US as security issues & fee missteps stymie growth.


Mercari

Q1 2025 Growth Trouble: eBay CEO Continues Old Discount Tricks To Boost Enthusiast Buyers Members Public

eBay leans on legacy discounting tactics to boost enthusiast buyers in Q1 2025 - is CEO Jamie Iannone out of ideas to grow GMV & buyers organically?


eBay

Q4 2024 Ecommerce Earnings Call Roundup Members Public

Q4 2024 earnings calls are just around the corner - track important ecommerce marketplace earnings dates with Value Added Resource!


Earnings

eBay Acquires Car Auction Site Caramel To Streamline & Simplify The Vehicle Buying Experience Members Public

eBay announces first acquisition of 2025, buying car auction site Caramel to provide streamlined & simplified vehicle buying experience.


eBay

Whatnot Surpassed $3 Billion 2024 GMV, Raises More Funding To Build Future Of Live Shopping Members Public

Whatnot kicks off 2025 with $265 Million Series E funding, fueling ongoing mission to build the future of live shopping as TikTok ban looms large.


Whatnot

eBay Pursues China Growth & Ad Revenue Boost As Investors React To Slowing Performance Members Public

Jefferies downgrades eBay from "hold" to "underperform", citing concerns about slowing ad revenue growth & possible headwinds to China business.


eBay

Etsy Names New CFO, CMO & Chief Growth Officer, Loses CTO In Major Leadership Shakeup Members Public

Etsy undergoes leadership shakeup losing Chief Technology Officer & naming new Chief Financial Officer, Chief Marketing Officer & Chief Growth Officer.


Etsy

eBay Accused Of Breaking NY, Federal Labor Laws In Sneaker Authentication Workers Class Action Suit Members Public

eBay faces class action suit from authentication workers alleging company violated Fair Labor Standards Act & New York Labor Law requiring manual laborers to be paid weekly.


eBay

eBay Completes"Living Our Values" Assessment - Will Results Calm Investors' Labor Relations Concerns? Members Public

eBay completes "Living Our Values" assessment by Davis Wright Tremaine LLP - will results calm investors' labor relations concerns?


eBay

BigCommerce Undertakes Mass Layoff Despite Growing Revenue In Latest Earnings Release Members Public

BigCommerce announced Q3 2024 earnings last week, revealing they have initiated a round of layoffs despite growing revenue 7% year over year.


BigCommerce

eBay Names Jateen Patel Chief Analytics Officer Members Public

eBay has a new Chief Analytics Officer as Jateen Patel joins from food retail group, Ahold Delhaiz, bringing expertise in data, analytics, & AI.


eBay

eBay Bids Farewell To Global Insights Manager Lamont Jones Amidst Shifting Corporate Priorities Members Public

eBay Global Insights Manager, Lamont Jones is "open to work" as his role had been eliminated due to shifting priorities at the company.


eBay

eBay Q3 2024 Earnings - Weak Q4 Revenue Guidance Raises Questions About Fee-Free Selling, C2C Strategy Members Public

eBay releases Q3 2024 results, with weak Q4 revenue guidance raising questions about fee-free selling and consumer to consumer strategy pivot.


eBay

eBay's "Phenomenal" Customer Experience: Who Are They Trying To Convince? Members Public

eBay VP Derek Allgood interview spills secret to "phenomenal" customer experience, raising questions about AI, automation & employee morale.


eBay
Recent Comments
Avatar PlaceholderEbay seller4 hours ago
I don't need eBay to "insure" what I sell.
Since I'm really a private seller, meaning I sell very little (I'm not a store that sells privately to avoid taxes), I go to the post office two or three times a week with a few items and ask for Proof of Postage. If Royal Mail loses or breaks an item, I file a claim. So far, Royal Mail has paid every claim I've filed, previously with a bank check and, for some time now, with stamps. When they pay me with stamps, they send me roughly double the value of the loss in stamps. If I sold something for 5 or 6 pounds, they send me eight first-class letter stamps, about £12.80. I use those stamps for second-class large letters (£1.55). I add a note next to the stamp explaining that the stamp covers the value of second-class large letters. And I've never had any problems.
Now everything will be more expensive for the buyer, I'll have to leave eBay.
Can anyone advise me on where to sell online in the UK, and where it'll be effective? Another option is to sell my things as job lots, at very low prices to clear my stock.
Avatar PlaceholderEbay seller5 hours ago
With all these changes, I'll have to stop selling on eBay. I sell many inexpensive items, like keychains, which I used to sell for between £2.50 and £3 including shipping. Now I have to add over 80p for the new fees. Since the keychains are flat, I send them as second-class mail for 85p. I'm sure with the "simple" system, they'll charge buyers a first-class "large letter" service of £2.60 (Royal Mail) or maybe £2 in Evri or Yodel.
I'm sure "Simple" will raise shipping costs for buyers, effectively driving private sellers out of the market with noncompetitive prices. Another problem is that I live in a village and there's only a post office. I won't spend a drop of petrol shipping packages miles away because the buyer chooses another shipping company. And if the option is for the buyer to pay even more to have someone pick up what I sold from my house, it will be impossible to sell. And add to that, having to wait for someone who will come to pick up the package whenever they want. Or will I leave it lying outside the door? Because now the custom is for the delivery person to leave everything lying right outside your door. They don't even ring the bell anymore. And if you're lucky, it's your door and not someone's in another town.